+12.1%
P vs SOLS
+23.7%
-11.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.6% |
| 7D | -13.3% | +5.3% | -18.6% | -14.9% |
| 30D | -34.0% | +6.0% | -40.0% | -35.1% |
| 3M | +4.1% | +7.9% | -3.9% | +1.5% |
| 6M | +30.5% | -16.7% | +47.2% | +36.3% |
| YTD | +52.2% | +34.3% | +17.9% | +51.2% |
| 1Y | +10.3% | +38.2% | -27.9% | +9.6% |
| All | +12.1% | +23.7% | -11.6% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SOLS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling